Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.
With my team of five licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $500,000 to invest.
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
As a Scotiabank Investment Specialist Associate, I am committed to helping my clients feel more confident in their financial future.
My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savor today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.
Using a disciplined approach, I advise on the following valuable services:
– Goals/financial assessment
– Customized financial planning
– Tailored investment solutions
– Retirement and retirement income planning
– Tax-deferral strategies
I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.
As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.
My role is to present clients with quantifiable strategies to achieve their long term financial growth through aligning values with investment decisions.
Through the Ambassadors program we create an environment where all, as individuals and the society, can be effectively served through integrating Wealth Solutions with Social Responsibility.
I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.
Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.
As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.
We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.